Automated Birthday Emails

Creating good relations with your patients can simply be a matter of sending them good wishes on their favorite day: their birthday! YAPI is able to recognize the dates saved on a patient's file and send an automated email wishing them a Happy Birthday.

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Whether you want to change the email template to a custom template with a personal touch, or perhaps want to temporarily disable this feature, the ability this adjust this feature is easy to access and use!

How to Access the Automation Section

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  1. To find the Automation within YAPI, open the YAPI Dashboard.

  2. Click the Setup and Manage icon 2019-09-03_11-44-13.png at the top of the YAPI Dashboard and click the Global Setup option from the dropdown.

  3. When prompted for a password, the password by default should be set as "password" all lower case. 

  4. Within the Global Setup window, click on the Automation tab.

  5. The Email Birthday Card section will be the light green box in the top-left corner of the Automation window.

Configuring the Email Birthday Card Section

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1.png The Email checkbox will enable or disable whether the Automated Birthday email should send out. Enabling the checkbox will unlock the additional options within the section for further use. 
2.png The Day Dial will change how far in advance the Birthday message will send out. By default, the dial will be set to 0 but under unique circumstances, the email can be sent out sooner if the Practice requires it. Click the Arrows button 2019-09-19_08-13-09.png or type in the exact number of days in the field to change the days.
3.png The Active patients only checkbox ensures that patients that are considered active in the Practice Management Software are allowed to receive the birthday message. Enabling or disabling this checkbox will up to the discretion of the Practice. 
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The Right Arrow button 2020-01-08_13-47-28.png will open up the email template window to select the specific birthday email the Practice would like to use. 

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The default template to use will be GT-Happy Birthday General. If the Practice would like to create and customize their own birthday template, the Creating an Email Template article can assist in that process. Click the Select button after making the template selection. 

Once the Automated Birthday Email is set, click on the Save button at the bottom-right corner of the Global Setup window. 

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